Broker Check

 Peer-to-peer advising to
make your wealth feel
effortless.

Peer-to-peer wealth management brings out the best in everyone—collaboration, knowledge sharing, and growth.

Beyond Performance

Beyond Performance

We focus on planning finances that are sustainable for you. If you have a gambling mindset or think only about performance, we're not a fit. Work-life balance is equally important to the balance in your investment account. At KDI, success isn’t a number. It’s a portfolio that fits you.

Wealth means complexity, but complexity doesn’t have to mean effort.  

We’ll bring vetted solutions and help you understand them so your wealth is also an avenue to ease, freedom, and growth. Get support with the following:

Collaborative Financial Planning

Collaborative Financial Planning

Risk Management

Risk Management

Tax Planning

Tax Planning

College Planning

College Planning

Estate and Legacy Planning

Estate and Legacy Planning

Cash Flow Management

Cash Flow Management

Business Retirement Solutions

Business Retirement Solutions

Liquidity/Exit Planning

Liquidity/Exit Planning

Integration

Integration

Our team will facilitate collaboration between all stakeholders, fostering a shared vision for now and the future. We bring synergy to your relationships, wealth, and business strategies because they all need to work together to be successful. 

Easier Decisions

Easier Decisions

Indecision comes at a price and compromises opportunities for growth. We aim to clarify and support efficient, great decision-making. Our team will map out effective decisions with you in addition to a solid financial plan.

Everyone is here to learn and grow.

Everyone is here to learn and grow.

Let’s collaborate.

Wealth is more than a dollar amount.

It's a desired lifestyle, relationships, health, and more. We seek to help you feel wealth in every aspect of your life.  

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